Allocation
The Allocation page shows how your portfolio is distributed across your holdings. It answers the question: "What percentage of my portfolio is in each stock?"
Accessing the Allocation Page
- Select your portfolio from the portfolio dropdown.
- Navigate to Performance > Allocation in the sidebar.
Understanding the Donut Chart
The allocation donut chart displays each holding as a segment sized by its current value relative to the total portfolio value.
Each segment shows:
- Ticker -- The stock symbol
- Percentage -- What portion of the portfolio this holding represents
- Value -- The current market value in your portfolio currency
Hover over a segment to see detailed information. Click a segment to navigate to the holding's detail page.
Reading the Allocation
Example breakdown:
| Holding | Value | Allocation |
|---|---|---|
| CBA | $11,520 | 35.2% |
| BHP | $8,400 | 25.7% |
| WBC | $5,200 | 15.9% |
| AAPL | $4,800 | 14.7% |
| MSFT | $2,800 | 8.5% |
| Total | $32,720 | 100% |
Why Allocation Matters
Understanding your portfolio allocation helps you:
- Identify concentration risk -- If one holding makes up more than 30-40% of your portfolio, a sharp drop in that stock could significantly impact your total value.
- Maintain balance -- Decide whether to rebalance by selling overweight positions or buying underweight ones.
- Track drift over time -- As prices change, your allocation shifts. What started as an evenly split portfolio may become heavily concentrated in outperformers.
There is no single "correct" allocation. It depends on your investment strategy and risk tolerance. However, most financial advisors recommend not having more than 20-25% of your portfolio in a single stock.
How Allocation Is Calculated
Allocation percentage for each holding:
Allocation % = (Holding Current Value / Total Portfolio Value) x 100
- Holding Current Value = Quantity x Current Market Price (converted to portfolio currency)
- Total Portfolio Value = Sum of all holding current values
Only open holdings (with a positive quantity) are included.
Related Guides
- Benchmark Comparison -- Compare your returns against market indices
- Returns Chart -- Portfolio value over time
- Understanding Holdings -- How holdings are valued